Close Connector for AI agents.

Q: Can I see my open opportunities through the agent?

Yes! Use the listcloseopportunities tool. The agent will return all deals, and you can ask it to filter for those in an 'Open' or specific pipeline stage.

Q: How do I check the tasks due for today?

Use the listclosetasks tool. Your agent will fetch the list of CRM tasks, and you can ask it to identify those with a due date of today.

8 live capabilities

Manage your sales pipeline and CRM leads through a natural chat interface.

Live agent request Close / Connector

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AI Agent

Why people use Close

Close CRM Sales Pipeline Management for AI Agents

With this Connector, you just ask your agent for the info you need. You can pull lead details or check deal values in a single sentence. You get the answers you need instantly, which means you spend less time digging and more time actually talking to your prospects.

What Vinkius changes

You get a direct line to your CRM data without ever opening the Close dashboard.

Use it from Claude, ChatGPT, Cursor or another AI client you already have.

One account · 5,900+ Connectors

Real-world use case 01

Quick lead history check during a call

A rep is on a call and forgets a lead's history.
Real-world use case 02

Summarizing pipeline value for a meeting

A manager needs a quick pulse on the week's value.
Real-world use case 03

Prioritizing daily follow-ups

A rep is overwhelmed by tasks.

Complete set · 8capabilities

The complete Close capability set.

These are the exact actions your AI can choose when you ask it to work with Close.

Capability set01 / 02

01—04

4 capabilities in this set.

Part of 8 available through Close.

01 Capability
List lead statuses
See all the available stages for leads. Use this to keep your data organized and consistent.
02 Capability
Get lead details
Get specific info about a company or lead. This helps you see contact details and status quickly.
03 Capability
Get my close profile
See your own account profile and core CRM data. It's useful for checking your personal permissions or settings.
04 Capability
Get opportunity details
Pull specific data on a sales deal. You can see the value and current stage of a deal.

Capability set02 / 02

05—08

4 capabilities in this set.

Part of 8 available through Close.

05 Capability
List close leads
Get a list of every lead in your CRM. It's the fastest way to see your entire prospect list.
06 Capability
List close opportunities
See all your active sales opportunities. This gives you a bird's-eye view of your deals.
07 Capability
List close pipelines
See the different sales pipelines you have set up. It helps you understand how your funnels are structured.
08 Capability
List close tasks
See all your CRM tasks and reminders. This keeps your follow-ups from falling through the cracks.

Set up in minutes

One URL. Then ask Close to work.

Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Close from the conversation.

Choose your client

Live preview

Advanced clients IDE · CLI

Claude · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp

Step 01

Open Connectors

In Claude Web or Claude Desktop, open Settings and choose Connectors.
Step 02

Add the URL

Choose Add custom connector, name it Close, and paste the URL above.
Step 03

Turn it on in chat

Select +, open Connectors, and enable Close for the conversation.

ChatGPT · Web + desktop

Official guide ↗

Connector URL · ready to paste

Streamable HTTP

https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp

Step 01

Open MCP settings

On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
Step 02

Add the URL

Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Close URL.
Step 03

Save and start

Save the connection and enable Close in your conversation. Desktop may ask you to restart once.

Cursor · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}

Step 01

Open MCP Settings

Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
Step 02

Add the server config

Paste the JSON configuration above into the mcp.json file that opens
Step 03

Save the file

Cursor will automatically detect the new Connector
Step 04

Start using Close

Open Agent mode in chat and ask: "Using Close, help me...". 8 tools available

VS Code Copilot · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}

Step 01

Create MCP config

Create a .vscode/mcp.json file in your project root
Step 02

Add the server config

Paste the JSON configuration above
Step 03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
Step 04

Start using Close

Ask Copilot: "Using Close, help me...". 8 tools available

Windsurf · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}

Step 01

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Step 02

Add the server

Paste the JSON configuration above into mcp_config.json
Step 03

Save and reload

Windsurf will detect the new server automatically
Step 04

Start using Close

Open Cascade and ask: "Using Close, help me...". 8 tools available

Cline · IDE configuration

Official guide ↗

Advanced setup

{
  "mcpServers": {
    "close": {
      "url": "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"
    }
  }
}

Step 01

Open Cline MCP Settings

Click the Connectors icon in the Cline sidebar panel
Step 02

Add remote server

Click "Add Connector" and paste the configuration above
Step 03

Enable the server

Toggle the server switch to ON
Step 04

Start using Close

Ask Cline: "Using Close, help me...". 8 tools available

Claude Code · Terminal command

Official guide ↗

Advanced setup

claude mcp add close --transport http "https://edge.vinkius.com/vk_preview_NDWFJozLhyVYhsG4Rd3EHbVUHD0aTWo7gcAufNM1/mcp"

Step 01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
Step 02

Add the Connector

Run the command above in your terminal
Step 03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
Step 04

Start using Close

Ask Claude: "Using Close, show me...". 8 tools are ready

Where the request belongs

Work Close can move forward.

Built around the request

This is for sales teams who are tired of manual data entry and constant tab-switching. It's for the rep who needs to know their next move instantly and the manager who wants a pulse on the pipeline without digging through filters.

Sales Representative

Checks lead history and follow-up tasks during calls to stay updated on every interaction.

Sales Manager

Audits pipeline health and team task lists to spot bottlenecks and manage team throughput.

Revenue Ops

Verifies lead status mappings and monitors overall sales throughput across multiple funnels.

Build the capability set

Each Connector adds new actions and data without changing how you work.

Browse Connectors

01 26 capabilities

Close CRM (Inside Sales CRM & Automation API)

Manage leads, contacts, and sales opportunities in Close CRM. automate your inside sales pipeline and lead tracking directly from any AI agent.

View Connector

02 6 capabilities

Close

Close more deals with a CRM that puts calling, emailing, and pipeline management in one fast interface built for inside sales.

View Connector

03 6 capabilities

Agendor

CRM for sales teams. manage leads, organizations, and pipelines via AI.

View Connector

04 10 capabilities

Freshsales

Close deals faster with AI-powered lead scoring, visual deal pipelines, and built-in phone and email in one sales CRM.

View Connector

05 10 capabilities

Pipeliner

Manage sales pipelines and opportunities via Pipeliner CRM. list leads, track deals, and monitor activities directly from any AI agent.

View Connector

06 10 capabilities

Pipeline CRM

Manage sales and contacts via Pipeline CRM. list deals, track people, and monitor tasks directly from any AI agent.

View Connector

Bring your own AI

Change the model, client or framework. Keep Close connected.

Claude
ChatGPT
Gemini
Cursor
VS Code
Windsurf
ZCode
Cline
Zed
Continue
Kiro
Roo Code
Zencoder
Goose
Void
Augment Code
Amp
Qodo
Tabnine
Pieces
Sourcegraph Cody
JetBrains
Warp
Amazon Q
Antigravity
BoltAI
Raycast
Jan
LM Studio
AnythingLLM
Open WebUI
Msty
Cherry Studio
LibreChat
TypingMind
Chorus
5ire
n8n
LangChain
LlamaIndex
CrewAI
Vercel AI SDK

Before you connect

Questions about Close.

The practical details behind the request, access and result.

Can I use the Close MCP to see my sales pipeline in Claude?

Yes, you can. Once connected, your AI client can pull your deal values and list your active opportunities so you can discuss your sales goals directly in the chat.

How does the Close MCP help with lead management?

It lets your agent pull specific contact info and status updates for any lead. You can ask your agent for summaries of your prospect list without having to manually search for them in the CRM.

Can I see my tasks from Close using this Connector?

Yes, you can. The Connector pulls your CRM tasks and reminders into your chat interface. You can ask your agent to list what's pending for the week or check specific follow-up items.

Does the Close MCP work for multiple pipelines?

Yes, it can. You can ask your agent to list all your configured pipelines or check the status of deals across different sales funnels to get a full view of your business.

Is the Close MCP good for sales managers?

It's great for managers who need a quick pulse on team activity. You can use it to audit pipeline health or check task lists to see where deals might be stalling without opening the full dashboard.

Can I use the Close MCP to see my own profile?

Yes, you can. It allows your agent to retrieve your own profile information and core CRM metadata, making it easy to verify your account details or permissions through your AI client.

Can I see my open opportunities through the agent?

Yes! Use the list_close_opportunities capability. The agent will return all deals, and you can ask it to filter for those in an 'Open' or specific pipeline stage.

How do I check the tasks due for today?

Use the list_close_tasks capability. Your agent will fetch the list of CRM tasks, and you can ask it to identify those with a due date of today.

Where do I find my Close API Key?

One connection away

Give your agent a direct line to Close.

Connect Close once. Keep it beside 5,900+ managed Connectors when the next task needs more.

Explore every Connector No credit card required · Free tier available

Close CRM Sales Pipeline Management for AI Agents

You get a direct line to your CRM data without ever opening the Close dashboard.

Quick lead history check during a call

Summarizing pipeline value for a meeting

Prioritizing daily follow-ups

List lead statuses

Get lead details

Get my close profile

Get opportunity details

List close leads

List close opportunities

List close pipelines

List close tasks

Open Connectors

Add the URL

Turn it on in chat

Open MCP settings

Add the URL

Save and start

Open MCP Settings

Add the server config

Save the file

Start using Close

Create MCP config

Add the server config

Enable Agent mode

Start using Close

Open MCP Settings

Add the server

Save and reload

Start using Close

Open Cline MCP Settings

Add remote server

Enable the server

Start using Close

Install Claude Code

Add the Connector

Verify the connection

Start using Close

Sales Representative

Sales Manager

Revenue Ops

Close CRM (Inside Sales CRM & Automation API)

Close

Agendor

Freshsales

Pipeliner

Pipeline CRM

Give your agent a direct line to Close.